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FullCircle Wealth’s Broadridge BR Stock Holding History

FullCircle Wealth’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$250K Buy
1,122
+30
+3% +$7.47K 0.09% 227
2025
Q2 		$271K Buy
1,092
+80
+8% +$19K 0.1% 213
2025
Q1 		$240K Buy
1,012
+115
+13% +$27.1K 0.1% 199
2024
Q4 		$218K Buy
+897
New +$201K 0.09% 187

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

FullCircle Wealth's BR Position: Q3 2025 in Review

FullCircle Wealth increased its Broadridge (BR) stake by 2.7% in Q3 2025, buying an estimated $7.47K and bringing the position to 1,122 shares worth $250K. The position accounts for 0.09% of the portfolio, ranked #227.

FullCircle Wealth first reported a position in BR in Q4 2024 and has held it in 4 quarters since. The position peaked at $271K in Q2 2025. 1,103 funds tracked by Wall St. Rank hold BR as of Q3 2025.

  • FullCircle Wealth held 1,122 shares of Broadridge worth $250K as of Q3 2025.
  • FullCircle Wealth bought 30 Broadridge shares in Q3 2025, an estimated $7.47K.
  • Broadridge made up 0.09% of FullCircle Wealth's portfolio in Q3 2025, its #227 holding.
  • FullCircle Wealth first reported a position in Broadridge in Q4 2024 and has held it in 4 quarters since.
  • FullCircle Wealth's Broadridge position peaked at $271K in Q2 2025.
  • 1,103 funds tracked by Wall St. Rank held Broadridge as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.